30 Aug
|
Desjardins Group
|
Quebec City
30 Aug
Desjardins Group
Quebec City
Elevate financial advisory services as a Financial Advisor at Desjardins. Focus on building trustful relationships with clients to help them achieve their personalized financial objectives. As a Wealth Management Advisor, you will support individual clients and business owners in navigating their financial landscapes.
Your role involves deep listening to understand their needs, followed by strategic offerings of investment, loan, and insurance products. By collaborating with various partners, you will craft integrated solutions tailored to their requirements and enhance overall client satisfaction. Key Responsibilities:
Offer tailored financial advice and recommend strategies
Monitor business relationships and client service quality
Conduct outreach activities to represent Desjardins
Stay informed about financial service trends and best practices
Collaborate with internal experts for client-specific solutions Requirements:
Bachelor’s degree in finance or related field
At least one year of relevant advisory experience
Required mutual fund representative certification
Proficiency in French necessary
Consideration for alternative qualifications available Utilize your advisory skills to foster financial growth and satisfaction for Desjardins' diverse clientele.
📌 Financial Advisor Role With Desjardins Quebec City
🏢 Desjardins Group
📍 Quebec City